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Disclosery

RW Investment Management LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RW Investment Management LLC on JPM, newest first. How the timeline and the estimate are built.

RW Investment Management LLC held 10,318 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,318 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $3,377,352.

    13F-HR 0001172661-26-003119 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,318 shares
    Change vs previous 13F -309 shares

    0.29% of the 13F portfolio, value $3,035,108.

    13F-HR 0001172661-26-001549 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 10,627 shares
    Change vs previous 13F -73 shares

    0.35% of the 13F portfolio, value $3,352,037.

    13F-HR 0001172661-25-004788 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 10,700 shares
    Change vs previous 13F +1,374 shares

    0.35% of the 13F portfolio, value $3,102,002.

    13F-HR 0001172661-25-003147 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 9,326 shares
    Change vs previous 13F -101 shares

    0.28% of the 13F portfolio, value $2,287,638.

    13F-HR 0001172661-25-001780 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 9,427 shares
    Change vs previous 13F +36 shares

    0.28% of the 13F portfolio, value $2,259,717.

    13F-HR 0001172661-25-000463 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 9,391 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,980,161.

    13F-HR 0001172661-24-004542 filed by RW Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).